Allen Wealth Management’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
59,594
+502
+0.8% +$17.4K 1.44% 14
2025
Q1
$2.12M Buy
59,092
+2,399
+4% +$86.1K 1.46% 12
2024
Q4
$1.8M Buy
56,693
+4,494
+9% +$143K 1.29% 16
2024
Q3
$1.64M Buy
52,199
+6,086
+13% +$192K 1.14% 23
2024
Q2
$1.43M Buy
46,113
+2,456
+6% +$76.4K 1.28% 19
2024
Q1
$1.39M Buy
+43,657
New +$1.39M 1.23% 22